Jay Douglas (AIF®, CFP®, ChFC®, MSFS)

Jay Douglas focuses in the
following client markets or areas of practice:

  • Business Owners
  • Charitable Giving
  • Corporate Executives
  • Entrepreneurs
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs

Additional Information

Jay Douglas is a Certified Financial Planner™ practitioner with over two decades of experience in personalized financial strategies, including investment, business planning, retirement planning, estate planning, and tax optimization. Holding a BA in Finance and a Master of Science in Financial Analysis, he is known for his knowledge, integrity, and dedication to his clients. Jay enjoys working one-on-one with people to figure out financial plans that really fit their lives. His passion is helping clients obtain peace of mind when it comes to their finances, whether it's growing their business or investments, planning for retirement, or just trying to secure their family's future! When Jay not deep in personal finance, you may find him traveling to some cool places, spending time with his wife, Anna, and their two daughters, experimenting in the kitchen, or getting his hands dirty in the garden. Jay believes that life is all about balance, and a good day for him is when he has helped someone financially and still had time to whip up a mean lasagna!

NAPFA Start Date

August 14, 2023


This Office

1360 Marsh Street San Luis Obispo, CA 93401 Phone: (805) 543-2365